High Value Applications and High Growth Markets for Printed Electronics Marc Chason Marc Chason and Associates, Inc. marcchason@sbcglobal.net October 5, 2011
Why SSL for Printed Electronics? Four Themes 1. Why should I care about Solid State Lighting (SSL)? 2. Can I make money in this Market? 3. Where does the Light come from? 4. What are the Value Chains and Supply Chains? Incandescent LED CFL OLED
Logic Driven Value Chain
Light Driven Value Chain
The Lighting Challenge According to the Department of Energy (DOE), lighting accounts for 8% of all energy consumption in the United States and 22% of electricity nationwide. LEDs have the potential to reach 200 lm/w, compared to the efficacies of incandescent lamps at 15 lm/w and fluorescent tubes at 90 lm/w. If solid-state lighting replaced all existing lights, the DOE estimates customer savings of $115 billion by 2025 and a 10% reduction in greenhouse emission gases. US DOE Solid-State Lighting Research and Development: Multi- Year Program Plan, March 2010, Higher efficiency and lower environmental impact are the major drivers
The Energy Component
The Energy Cost Component
The Building Energy Component
Migration to Solid State Lighting (SSL)
Migration to Solid State Lighting (SSL)
Migration to Solid State Lighting (SSL)
Migration to Solid State Lighting (SSL)
Migration to Solid State Lighting (SSL)
What Does the SSL Migration Cost?
The SSL/LED Migration Could Be Quick
and OLED is Moving Forward Osram announces launch of their OLED lighting production facility Panasonic starts shipping OLED lighting panels and modules Universal Display announces technology and materials license agreement with Panasonic Idemitsu Novaled develops long-life powerefficient white PIN OLEDs Universal Display reports technical performance of white OLED that exceeds DoE lifetime targets Verbatim launches world s first commercially available color tuneable OLED lighting panels
Haitz s Law Drives LED Cost Reduction But will it be valid for OLED technology?
LED Lamps are in the Marketplace
LED Luminaires are in the Marketplace
SSL/LED Assembly Hierarchy Level Assembly Step Comments 3 System level assembly Luminaire assembly Product is sold to end customer 2 Package on board Light Engine - SMT assembly processes 1 LED in package Light Engine - SMT assembly processes 0 LED Device Light Source - Focuses on LED fabrication at the wafer level Traditional SMT assembly processes with new entrants
Level 0 - LED Device
Level 1 - LED in Package Assembly
Level 2 & 3 SSL LED Assembly Package on board System level assembly
LED Sheep Art
Point Source LEDs as Wide Area OLEDS
Printed Lighting is Available Roll to roll processing Screen Printing
Assembly Structure for OLED-based Device Layer Metal Cathode Electron Transport Layer Organic Emitters Hole Injection Layer Anode Glass Function Low work function material Transport electrons to Organic Emitters; block hole transport Electron/hole recombination and light emission Transport holes to Organic Emitters; block electron transport Transparent conductor Substrate
OLED Assembly Hierarchy Level Assembly Step Comments 3 System level assembly Assembly of luminaire. Product is sold to end customer 2 Package on Board 1 LED in Package 0 LED Device OLED Device Interconnects, leads & packaging Integration with R2R processes Focuses on printing/vapor deposition of OLED New assembly processes with new entrants
Competing OLED Architectures Structure of Hybrid Tandem OLED Series Connection of Panel Segments Source: Anil Duggal (GE Global Research) FlexTech Alliance Conference 2009 Eased deposition requirements Source: Eastman Kodak SID Tech Symp 54-2 (2008)
Multiple OLED Deposition Options Vacuum Deposition Solution Processing Rigid vs. Flexible substrate? Sheet vs. Roll-to-Roll processing?
Luminaire Construction EL FLATLITE devices OSRAM OLEDs used in Ingo Mauer s table lamp
Multiple Construction Pathways
OLED Lighting Patent Filings Grow Industry sectors patent filings since 1990 Numbers of Industry Sector Patents Assignees Lighting 640 33 Imaging / optics 498 9 Technology Providers 414 14 Display 331 38 Materials 289 40 Academia 159 51 Automotive 129 19 Other 300 92 Total 2,760 296 OLED Lighting accumulated patent: 1995-2010
Cost Targets Identified
Roadmaps to Reduce Costs
LED SSL Is In a Leadership Position
Cost Drives Market Acceptance
IPC Printed Electronics Standards D-60 Printed Electronics Committee D61 Subcommittee Project Title: Printed Electronics Design (IPC-2291) D62 Subcommittee Project Title: Printed Electronics Base Material/Substrates D63 Subcommittee Project Title: Printed Electronics Functional Materials (IPC-4591) D64 Subcommittee Project Title: Printed Electronics Final Assembly (IPC-6901) For more information contact: DaveTorp@ipc.org or dan.gamota@printovatetech.com
Guidelines for Market Acceptance
What Does the Consumer Want
OLED Offers Unique Form Factor
Early OLED Products are Art
Unique Opportunities Can SSL Transfer Optical Data to Mobile Devices?
Integrate OLEDs Into New Systems
Light Quality is a Differentiator
Black Eyed Peas Fergie wears OLED dress
Summary SSL Market is growing LED products available today Commercial OLED products about 2-3 years away Printed OLED is gaining traction through niche markets Significant R&D underway IP activity accelerating Opportunity for printing industry to grow in the lighting space New supply chains forming New value chains being established